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CWRU Administrative Professionals Series (CAPS)
Purchasing at CWRU from A to Z
This course is required for access to PeopleSoft Financials Accounts Payable and eProcurement.
This course reviews the various ways to purchase items and services at CWRU and when to use each (Accoutns Payable, Card Suite, Internal Billing, SmartCART and eProcurement). The Accounts Payable portion explains when and how to submit a Payment Request. The eProcurement section reviews the eProcurement module of PeopleSoft Financials, including how to submit quotes, establish a blanket PO, create a contract, enter a requisition, use SmartCART, and inquire on a requisition.
This class is a core or elective class for the Certificate of Finacial Management. Details about the Program can be found on the CAPS Program page.
Class Types Available
onlineInteractive Online
Description
This course is required for access to PeopleSoft Financials Accounts Payable and eProcurement.
This course reviews the various ways to purchase items and services at CWRU and when to use each (Accounts Payable, Card Suite, Internal Billing, SmartCART and eProcurement). The Accounts Payable portion explains when and how to submit a Payment Request. The eProcurement section reviews the eProcurement module of PeopleSoft Financials, including how to submit quotes, establish a blanket PO, create a contract, enter a requisition, use SmartCART, and inquire on a requisition.
This class is an core or elective class for the Certificate of Financial Management. Details about the Program can be found on the CAPS Program page.
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Special Instructions
Go to connect.case.edu and log in with your CWRU Network ID and password. Go to the Training Catalog and choose Purchasing at CWRU from A to Z to start the training.
Policies
To gain access to eProcurement and Accounts Payable modules, a 80% or higher must be received on the Final Quiz.
onlineClassroom
3 hours
Registration
Prerequisites
Preferred Prerequisites:
- Class: ABCs of Financials at CWRU
- Security Form completed for access
Access to Accounts Payable and eProcurement to purchase and do payment requests is required.
To receive access to the Accounts Payable and/or eProcurement modules, a security form needs to be submitted. For details about the form please see the PeopleSoft Financials training page.
Policies
- Indviduals must register for classes in order to attend.
- It is requested that individuals who must cancel their participation give at least 24 hours notice to the CAPS training team.
- A $25 no-show fee will be assessed to the department of an individual that registers for a class but does not appear and had not cancelled his/her registration.
- All CAPS classes will start at the time scheduled. Registrants are asked to arrive five to ten minutes early in order to be prepared for class.
- Registrants who are more than 10 minutes late for a class or who depart 10 minutes early from a class will not receive credit for the course towards certification. If time accomodations need to be made, registrants should contact the CAPS facilitator at least 24 hours prior to the start of class.
Please read the complete CAPS Participation Policy.
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